See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,870 | $107,334-45.2% | $92,893-36.6% | $152,861-61.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 26.22% | 145.58%-119.4pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,019 | $4,221-75.9% | $3,653-72.1% | $4,762-78.6% |
| Participant deferral / active EE | $4,893 | $4,845+1.0% | $4,236+15.5% | $5,850-16.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |